ARM Holdings: Imagination's Recent Fall Invites Caution [View article]
Very, very doubtful, Rob. "Swift" is a nice little core and all, but I don't think MacBook Pro users would take too kindly to seeing a huge performance downgrade as well as software incompatibilities.
AMD's ARM Strategy: Crazy Or Brilliant? [View article]
joezane,
No need for your rude remarks - you make personal attacks when it suits you, and this is not acceptable. The idea of moving a memory controller on-die is something that *everybody* who has ever designed an SoC does.
Intel integrated a GPU "on die" with Sandy Bridge before AMD did with Llano. Guess Intel should have patented that, right? ;)
Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
Justin,
Have you noticed the very rushed and desperate attempts by TSMC and GloFo to move to FinFET? So much that they are claiming that "16nm" FinFET (built on 20nm back-end) will be out just a year after their 20nm node.
ARM Holdings: Imagination's Recent Fall Invites Caution [View article]
"For those of you unwilling to fight momentum, but believe these arguments, I still recommend that you wait until the evidence is here. Just as with Imagination's fall, or as with Apple's (AAPL) recent decline, it is usually much safer to get in on the short trade when it is already clear to everybody. You won't "catch the top" if this all comes true, but the share price will go into free-fall, and you can easily short on any/all pops even following an initial "gap down," since the trapped longs/profit takers will use any opportunity to get out of their positions. Buying puts during such a downtrend is usually like pushing a button that says "give me free money.""
Short ARM Holdings: Sensitivity Analysis On Market Share [View article]
>>You have a HUGE hatred for ARM, which is reflected in your emotions of Microsoft's RT and for those reason conclude that it must die and Microsoft should abandon all ARM efforts????
Not at all. I just don't think Windows that can't run Windows applications is worth anything when full Windows is readily available at the same price.
ARM Holdings: Imagination's Recent Fall Invites Caution [View article]
Frankly, I think Imagination might be an interesting long at this point given that the MIPS business could grow quite nicely under a hungry management team.
AMD's ARM Strategy: Crazy Or Brilliant? [View article]
Writing pessimistically is not equivalent to writing without respect.
Is the following phrase disrespectful?
"It seems that company XYZ is losing market share in critical segments. While only time will tell whether the new products will be enough to regain share, the competition company XYZ faces is non-trivial"
Just because I'm not shamelessly pumping AMD doesn't mean that I'm being disrespectful.
Medical Marijuana's Journey To $0: CannaVEST Payment Was Worthless [View article]
ARM Holdings: Imagination's Recent Fall Invites Caution [View article]
Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
If Intel has the wrong business model, then so do Nvidia, Qualcomm, MediaTek, etc.
Are you saying that selling an SoC instead of IP is the wrong business model?
AMD's ARM Strategy: Crazy Or Brilliant? [View article]
No need for your rude remarks - you make personal attacks when it suits you, and this is not acceptable. The idea of moving a memory controller on-die is something that *everybody* who has ever designed an SoC does.
Intel integrated a GPU "on die" with Sandy Bridge before AMD did with Llano. Guess Intel should have patented that, right? ;)
OCZ: Playing Devil's Advocate [View article]
Medical Marijuana's Journey To $0: CannaVEST Payment Was Worthless [View article]
Raise your hand high if you bought at $0.18...
Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
Have you noticed the very rushed and desperate attempts by TSMC and GloFo to move to FinFET? So much that they are claiming that "16nm" FinFET (built on 20nm back-end) will be out just a year after their 20nm node.
Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
$INTL is a different company from $INTC :)
ARM Holdings: Imagination's Recent Fall Invites Caution [View article]
Short ARM Holdings: Sensitivity Analysis On Market Share [View article]
Not at all. I just don't think Windows that can't run Windows applications is worth anything when full Windows is readily available at the same price.
Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
Qualcomm makes CPUs and modems that directly compete with Atom/Infineon Wireless (Intel).
ARM Holdings: Imagination's Recent Fall Invites Caution [View article]
AMD's ARM Strategy: Crazy Or Brilliant? [View article]
If that were the case, other companies would have patented it a long, long time ago ;)
AMD's ARM Strategy: Crazy Or Brilliant? [View article]
Is the following phrase disrespectful?
"It seems that company XYZ is losing market share in critical segments. While only time will tell whether the new products will be enough to regain share, the competition company XYZ faces is non-trivial"
Just because I'm not shamelessly pumping AMD doesn't mean that I'm being disrespectful.
Intel Wins Samsung's Galaxy Tab [View article]
Neither is Intel.